S&P 500 or Die? A Case For Diversification

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Is diversification dead? Over the last decade, putting all your eggs in the S&P 500 basket has outperformed diversified strategies.

In this episode, hear Tyler Emrick, CFA®, CFP®, explore why the U.S. market has been on an unprecedented run, why the global market portfolio hasn't kept up, and whether diversification is really the best move for long-term investors. We dive into the rise of ETFs, global market trends, and why the "SPY or die" mentality might not hold up in the future. Learn why diversification should still be a priority despite the recent performance gap.

Here’s some of what we discuss in this episode:

  • Taught diversification is fundamental to the investing process.
  • Why diversification has been a bad idea for the last decade.
  • The reasons why people would want to move beyond the S&P 500.
  • The changes globally that have impacted investing.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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